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RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
Cap. Flow
+$14.6M
Cap. Flow %
2.36%
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35

Top Buys

1
VTV icon
Vanguard Value ETF
VTV
+$63.9M
2
JBND icon
JPMorgan Active Bond ETF
JBND
+$12M
3
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.87M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$6.66M
5
RAAX icon
VanEck Inflation Allocation ETF
RAAX
+$6.29M

Top Sells

1
VV icon
Vanguard Large-Cap ETF
VV
+$36.4M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.44M
4
BND icon
Vanguard Total Bond Market
BND
+$8.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.28M

Sector Composition

1 Technology 7.81%
2 Financials 2.1%
3 Consumer Discretionary 1.74%
4 Healthcare 1.67%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
1
Vanguard Value ETF
VTV
$186B
$73.6M 11.91%
375,036
+319,174
+571% +$63.9M
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$52.5M 8.5%
628,470
-51,266
-8% -$4.41M
VV icon
3
Vanguard Large-Cap ETF
VV
$53.1B
$44.1M 7.14%
147,593
-116,366
-44% -$36.4M
BND icon
4
Vanguard Total Bond Market
BND
$159B
$40.8M 6.61%
554,605
-115,252
-17% -$8.55M
SPYG icon
5
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$32.3M 5.24%
330,316
-10,902
-3% -$1.14M
SCHF icon
6
Schwab International Equity ETF
SCHF
$66.5B
$27M 4.37%
1,089,602
-16,608
-2% -$422K
SPYV icon
7
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$25.9M 4.2%
458,387
-7,325
-2% -$425K
AAPL icon
8
Apple
AAPL
$4.81T
$23.5M 3.8%
92,530
-1,760
-2% -$458K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$20.6M 3.34%
381,766
-112,050
-23% -$6.28M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$229B
$17.5M 2.83%
272,425
-694
-0.3% -$45.8K
VTEB icon
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$16.5M 2.67%
330,131
+6,144
+2% +$310K
IEFA icon
12
iShares Core MSCI EAFE ETF
IEFA
$188B
$15.5M 2.5%
170,734
-3,982
-2% -$372K
VUG icon
13
Vanguard Growth ETF
VUG
$227B
$13.4M 2.18%
184,752
+5,580
+3% +$434K
JBND icon
14
JPMorgan Active Bond ETF
JBND
$8.32B
$11.9M 1.93%
+221,434
New +$12M
BTC
15
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$11.1M 1.8%
370,049
+173,469
+88% +$5.86M
VIOV icon
16
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$10.2M 1.65%
100,236
-1,290
-1% -$134K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$110B
$8.34M 1.35%
67,078
-74,336
-53% -$9.44M
RSP icon
18
Invesco S&P 500 Equal Weight ETF
RSP
$96.2B
$8.31M 1.34%
43,282
-108,706
-72% -$21.5M
AVEM icon
19
Avantis Emerging Markets Equity ETF
AVEM
$25.3B
$6.67M 1.08%
+82,771
New +$6.87M
RAAX icon
20
VanEck Inflation Allocation ETF
RAAX
$1.29B
$6.5M 1.05%
+159,702
New +$6.29M
BNDX icon
21
Vanguard Total International Bond ETF
BNDX
$82.4B
$6.44M 1.04%
134,062
-57,220
-30% -$2.77M
FESM icon
22
Fidelity Enhanced Small Cap Core ETF
FESM
$5.95B
$6.43M 1.04%
+169,186
New +$6.66M
NVDA icon
23
NVIDIA
NVDA
$5.15T
$6.22M 1.01%
35,650
+937
+3% +$172K
IVLU icon
24
iShares MSCI Intl Value Factor ETF
IVLU
$4.33B
$5.95M 0.96%
+150,014
New +$6.06M
VTWG icon
25
Vanguard Russell 2000 Growth ETF
VTWG
$1.52B
$5.09M 0.82%
22,236
-416
-2% -$101K
1
2 3 4 5

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